+2,423.9%
MUU vs UL
-6.6%
+2,430.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.4% | -8.0% | -10.9% |
| 7D | +3.6% | -4.1% | +7.6% | -1.4% |
| 30D | +22.3% | -1.2% | +23.5% | +21.3% |
| 3M | -8.2% | +6.0% | -14.2% | +2.5% |
| 6M | +256.3% | -5.5% | +261.8% | +279.7% |
| YTD | +534.4% | -3.3% | +537.7% | +593.7% |
| 1Y | +2,163.5% | -9.8% | +2,173.3% | +2,273.8% |
| All | +2,423.9% | -6.6% | +2,430.4% | +3,000.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling